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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $780,306 | $223,823+248.6% | $211,142+269.6% | $154,746+404.3% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | -1.81% | 50.39%-52.2pp | 46.84%-48.6pp | 172.34%-174.2pp |
| Employer contribution / active EE | $14,169 | $6,787+108.8% | $6,442+119.9% | $4,379+223.6% |
| Participant deferral / active EE | $31,787 | $9,750+226.0% | $9,284+242.4% | $6,730+372.3% |
| Admin fee / account holder | $480,640 | $19,707+2338.9% | $19,076+2419.6% | $14,365+3245.9% |